Sequoia Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sequoia Financial Advisors’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.03M	Buy	14,238 +3,134	+28%	+$430K	0.01%	636
2026 Q1	$1.35M	Sell	11,104 -451	-4%	-$57.7K	0.01%	764
2025 Q4	$1.49M	Sell	11,555 -2,419	-17%	-$309K	0.01%	701
2025 Q3	$1.76M	Sell	13,974 -64	-0.5%	-$7.74K	0.01%	572
2025 Q2	$1.63M	Sell	14,038 -519	-4%	-$55.3K	0.01%	523
2025 Q1	$1.49M	Sell	14,557 -696	-5%	-$75.9K	0.01%	505
2024 Q4	$1.68M	Sell	15,253 -2,480	-14%	-$277K	0.02%	450
2024 Q3	$1.93M	Sell	17,733 -514	-3%	-$53.9K	0.02%	384
2024 Q2	$1.89M	Sell	18,247 -250	-1%	-$25K	0.02%	337
2024 Q1	$1.86M	Sell	18,497 -1,177	-6%	-$113K	0.02%	340
2023 Q4	$1.79M	Buy	19,674 +16,813	+588%	+$1.43M	0.02%	380
2023 Q3	$233K	Hold	2,861	–	–	﹤0.01%	792
2023 Q2	$241K	Hold	2,861	–	–	﹤0.01%	782
2023 Q1	$223K	Hold	2,861	–	–	0.01%	731
2022 Q4	$205K	Sell	2,861 -589	-17%	-$42.3K	0.01%	725
2022 Q3	$231K	Hold	3,450	–	–	0.01%	454
2022 Q2	$248K	Hold	3,450	–	–	0.01%	492
2022 Q1	$299K	Hold	3,450	–	–	0.01%	500
2021 Q4	$321K	Buy	+3,450	New	+$311K	0.01%	432
2021 Q3	–	Sell	-3,450	Closed	-$286K	–	311
2021 Q2	$286K	Hold	3,450	–	–	0.01%	384
2021 Q1	$263K	Hold	3,450	–	–	0.01%	372
2020 Q4	$247K	Hold	3,450	–	–	0.01%	355
2020 Q3	$221K	Hold	3,450	–	–	0.01%	351
2020 Q2	$204K	Buy	+3,450	New	+$192K	0.01%	341
2020 Q1	–	Sell	-3,918	Closed	-$235K	–	377
2019 Q4	$235K	Hold	3,918	–	–	0.01%	337
2019 Q3	$217K	Hold	3,918	–	–	0.02%	326
2019 Q2	$214K	Hold	3,918	–	–	0.02%	341
2019 Q1	$207K	Buy	+3,918	New	+$199K	0.02%	341

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Sequoia Financial Advisors's DSI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 28% in Q2 2026, buying an estimated $430K and bringing the position to 14,238 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #636.

Sequoia Financial Advisors first reported a position in DSI in Q1 2019 and has held it in 28 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Sequoia Financial Advisors held 14,238 shares of iShares MSCI KLD 400 Social ETF worth $2.03M as of Q2 2026.
Sequoia Financial Advisors bought 3,134 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $430K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #636 holding.
Sequoia Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and has held it in 28 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.